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Vertex shares owned by Lindbrook Capital

Quarter-by-quarter ownership of Vertex (VERX) shares owned by Lindbrook Capital from 13F filings

Historical chart of Lindbrook Capital investment in Vertex

Tip: Access up to 7 years of quarterly data

All positions including Vertex held by Lindbrook Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vertex by Lindbrook Capital

Quarter filed Position value Share count Share price at filing
2024-03-31 $349 11 31.73
2022-12-31 $972 67 14.51

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Vanguard Total Stk Mkt Etf (VTI)
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Golub Cap Bdc Cef (GBDC)
Apple Stock (AAPL)
Spdr S&p 500 Etf Trust Etf (SPY)
Ishares Russell 1000 Growth Etf Etf (IWF)
Nvidia Corporation Stock (NVDA)
Microsoft Stock (MSFT)
Rpar Risk Parity Etf Etf (RPAR)
Ishares Russell 1000 Value Etf Etf (IWD)
Amazon.com Stock (AMZN)
Powershares Qqq Tr Etf (QQQ)
Oaktree Specialty Lending Corp Cef (OCSL)
Vertex Pharmaceuticals In Stock (VRTX)
Broadcom Stock (AVGO)

View all positions for Lindbrook Capital

Top funds holding Vertex

Vanguard Group
Tensile Capital Management
Fred Alger Management
Neuberger Berman Group
Conestoga Capital Advisors
Jpmorgan Chase & Co
Legacy Advisors
Wsfs Capital Management
TimesSquare Capital Management
William Blair Investment Management
Palisade Capital Management
Henderson Group
Vista Equity Partners III
Dimensional Fund Advisors
Bank of America Corporation

View all funds holding Vertex